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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,548 | $58,121-37.1% | $130,788-72.1% | $64,728-43.5% |
| Participation rate | 5.0% | 34.7%-29.8pp | 70.1%-65.1pp | 57.9%-52.9pp |
| Annual return | 16.12% | 102.13%-86.0pp | 386.44%-370.3pp | 49.38%-33.3pp |
| Employer contribution / active EE | $0 | $1,281-100.0% | $3,558-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $278 | $2,137-87.0% | $4,137-93.3% | $2,729-89.8% |
| Admin fee / account holder | $2,912 | $1,703+71.0% | $6,673-56.4% | $1,145+154.3% |